Savings Champion concierge service

If you have £100,000 or more in savings, the SavingsChampion Rate Tracker Concierge Service will monitor providers, products, and savings rates across the UK market, helping you manage multiple accounts to get the best rate and level of protection for your savings with minimum hassle.

The service includes an initial discussion to establish your savings objectives and circumstances, establishing the amount of access and flexibility you want to retain when it comes to your cash deposits.

Features of the SavingsChampion Rate Tracker Concierge Service:

  • Proactive management of your savings with the goal of achieving the best rate for you
  • Maximising protection under Financial Services Compensation Scheme (FSCS)
  • Tracking and management of multiple accounts on your behalf, with your approval
  • Application forms completed on your behalf, you only have to sign
  • Online portfolio allowing you 24/7 online access
  • Quarterly statements detailing changes and recommendations made
  • End of tax year summary to allow easy completion of tax returns
  • Annual charge of 0.2% of the value of your portfolio
  • Minimum deposit £100,000, maximum deposit £100,000,000. does not hold clients' money or have any control over it.

Fill in the contact form to apply or to request further information.

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